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Original filing (PDF)20251012103535NAL0000081107001
CAREFIRST, INC.
Form 5500
FILING_RECEIVED
THE CAREFIRST 401(K) PLAN
401(k) retirement plan
Active participants
6,286
Accounts w/ balance
8,154
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
19 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAREFIRST, INC..
Plan sponsor
Name
CAREFIRST, INC.
EIN
52-2069215
Address
10455 MILL RUN CIRCLE · MAILSTOP OM2-250 · OWINGS MILLS, MD · 211175559
Phone
(410) 998-7355
Industry
Finance & Insurancesee all
Plan administrator
Name
RETIREMENT COMMITTEE OF CAREFIRST, INC.
EIN
52-2069215
City
OWINGS MILLS, MD
Phone
(410) 998-7355
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SB & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPER CO LLC | 04-2647786 | — | RECORDKEEPER | $549K | — |
Investments
7 direct securities · 19 pooled funds· $1.1B(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$733.0M
19 holdings
Mutual Funds
$203.7M
1 holding
Uncategorized
$121.2M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus Fund | Mutual Funds | — | — | $203.7M | 19.0% | |
| T. ROWE PRICE RETIREMENT 2030 CAREFIRST, INC. · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $119.5M | 11.2% | |
| T. ROWE PRICE RETIREMENT 2040 CAREFIRST, INC. · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $103.9M | 9.7% | |
| T. ROWE PRICE RETIREMENT 2035 CAREFIRST, INC. · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $85.4M | 8.0% | |
| T. ROWE PRICE RETIREMENT 2050 CAREFIRST, INC. · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $73.2M | 6.8% | |
| T. ROWE PRICE RETIREMENT 2045 CAREFIRST, INC. · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $66.8M | 6.2% | |
| T. ROWE PRICE RETIREMENT 2025 CAREFIRST, INC. · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $62.3M | 5.8% | |
| AMERICAN CENTURY US LARGE CAP TRUST GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 027 | Common Collective Trust | — | — | $61.6M | 5.7% | |
| FIDELITY MANAGED INCOME PORT.II FIDELITY MGMT TRUST CO. · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $39.1M | 3.7% | |
| T. ROWE PRICE RETIREMENT 2055 CAREFIRST, INC. · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $38.5M | 3.6% | |
| Neuberger Berman Genesis R6 Fund | — | — | — | $37.2M | 3.5% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $29.0M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2020 CAREFIRST, INC. · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $25.3M | 2.4% | |
| Fidelity Diversified International K Fund | — | — | — | $24.0M | 2.2% | |
| Dodge & Cox Stock Fund | — | — | — | $22.0M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2060 CAREFIRST, INC. · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $19.3M | 1.8% | |
| RUSSELL 2500 INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-1431095 / PN 001 | Common Collective Trust | — | — | $10.6M | 1.0% | |
| SCHRODER INTERNATIONAL MULTI-CAP EQ SEI TRUST COMPANY · EIN 46-4869591 / PN 000 | Common Collective Trust | — | — | $5.9M | 0.5% | |
| BlackRock U.S. Treasury Inflation Protected Securities Fund | — | — | — | $5.7M | 0.5% | |
| BLACKROCK US TREA INFL PRO SEC FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 36-4495972 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2015 CAREFIRST, INC. · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.6M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2005 CAREFIRST, INC. · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $4.0M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 CAREFIRST, INC. · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.3% | |
| Vanguard Explorer VL INV Fund | — | — | — | $3.4M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 CAREFIRST, INC. · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.2% | |
| T. ROWE PRICE RETIREMENT BALANCED CAREFIRST, INC. · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.1% |
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